Zoop Alpha Advisors
RIASEC RegisteredEst. 2026
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
3
Firm details
- Headquarters
- Mesa, Arizona
- CRD number
- 343280
- Registered since
- September 15, 2026
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Edward Bertelsen
President and Chief Compliance OfficerCRD 2253600
Contacts
2 of 2
Stephen Leaming
OwnerCRD 2211471
Robert Johnson
CRD 2858251
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
Mesa, AZ
Maricopa
Location
Mesa, AZ
Headquartered in Mesa, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 2660 E Diamond Ave
- Time zone
- MT (UTC-7)
- Office locations
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